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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,832 | $78,690-20.2% | $161,489-61.1% | $87,485-28.2% |
| Participation rate | 86.7% | 67.5%+19.3pp | 78.7%+8.0pp | 68.9%+17.8pp |
| Annual return | 21.22% | 32.74%-11.5pp | 89.72%-68.5pp | 26.06%-4.8pp |
| Employer contribution / active EE | $3,434 | $2,588+32.7% | $4,268-19.6% | $2,596+32.3% |
| Participant deferral / active EE | $7,073 | $3,311+113.6% | $5,630+25.6% | $4,274+65.5% |
| Admin fee / account holder | $5,573 | $6,724-17.1% | $16,006-65.2% | $7,775-28.3% |